Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,401,028
+$906,008 QoQ
Shares Held
24,300
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#873
of 2,621 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Jupiter Wealth Management LLC holds $7,316,599 across 4 Banks - Diversified names. C ranks #1 (46.5% of the industry book) .
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,401,028 | 24,300 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,495,020 | 22,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,567,180 | 22,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,230,462 | 21,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,702,400 | 20,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,952,225 | 27,500 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,032,964 | 43,088 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $2,493,858 | 39,838 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,194,954 | 34,588 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,208,467 | 34,922 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $874,480 | 17,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $699,210 | 17,000 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $667,500 | 12,500 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $905,850 | 15,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,403,600 | 20,000 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $530,625 | 7,500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $363,750 | 5,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $308,300 | 5,000 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||